Constellation Software ($CSU.TO) has been absolutely crushed… but after diving deep into the latest earnings, free cash flow, and the AI fears surrounding software, I think the market may be completely mispricing this business. In this video I break down: • Why Constellation’s software businesses are incredibly sticky • The real free cash flow power behind the company • Why I think AI fears may be overblown This is not financial advice #StockMarket #Investing #ConstellationSoftware #ValueInvesting #TSX #Stocks #CashFlow #AIStocks

Robinhood stock just dropped hard and investors are asking what went wrong. In this video I break down why the stock fell, what the market is missing, and why I still see strong upside ahead. We look at growth drivers, risks, and whether this is a real buying opportunity for long term investors. If you are watching HOOD stock or thinking about buying the dip this analysis will help you decide. I’m just a stupid retail investor so do you’re own homework

Lululemon gets a new CEO, Heidi O'Neil. My thoughts on how she will lead this already floundering company.

Peyto Exploration & Development (PEY.TO) has long been known as a "low-cost leader" in the Canadian natural gas space. But how do they maintain those margins, and where is the company headed next? In this video, we dive deep into the operational efficiency that sets Peyto apart from its peers. We break down the math behind their low-cost production model and take a look at the major new projects they are entering to secure future growth.

In this video, I break down what’s really happening with Celsius Holdings, including the recent Alani Nu lawsuit, and why it may not be the main reason behind the drop. While the lawsuit has created negative headlines and short-term fear, this kind of legal risk isn’t new in the energy drink industry , companies like Monster and Red Bull have faced similar challenges before. The bigger issue? Accounting noise from the Alani Nu acquisition.

In today’s episode, we look into the front page of the internet: Reddit (RDDT). From its humble beginnings as a simple link-sharing site to its massive 2024 IPO and its current status as a powerhouse for AI data training, we cover the full evolution of the platform. The stock has had a volatile 2026, dropping over 40% year-to-date and sitting significantly below its 52-week high of $282.95. But with Q4 revenue surging 70% year-over-year and a new $1 billion share buyback program on the table, we discuss why this recent "blood in the streets" might actually be a massive value opportunity

Is the Swoosh finally dead? In today’s episode, I’mare performing a post-mortem on the slow-motion car crash that is Nike ($NKE). For decades, Nike was the untouchable king of retail, but a series of massive strategic blunders has sent the stock, and the brand’s "cool factor" into a freefall.

Is Netflix becoming the ultimate capital allocator in tech? In today’s video, we’re breaking down why Netflix walked away from a potential deal with Warner Bros. Discovery and why their CFO’s "not at any cost" stance is a massive signal to the market.

In this episode, we’re breaking down the full lifecycle of our cabin investment. From the initial "why" to the actual bottom-line profits. We dive into the logistics of managing a remote property, the unexpected challenges of guest turnover, and the hard numbers on what this cabin pays for. If you’ve been considering buying a vacation rental or a cabin of your own, this is the honest conversation you need to hear before signing those papers. In this video, we cover: • The Strategy: Why we chose a cabin over a traditional condo or city rental. • Management Reality: What it actually looks like to manage a property (and if it’s ever truly "passive"). • The Verdict: Would we do it all over again, or was it a one-time experiment? Not investing advice

In this episode, we discuss the Canadian Securities Institute (CSI) Technical Analysis Course and share our honest experience after completing it. We discuss: • What the course does well • What we learned, and what we didn’t • Where the course falls short • What we think could have been done better • Who this course is best suited for • And whether we would recommend it to others If you’re considering taking the CSI Technical Analysis Course and want an honest perspective before committing the time and money, this discussion will help you decide if it’s the right fit for you. Nothing in this video is financial advice